Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 3,075 institutions that hold shares in the stock, with a total of 596 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,426
shares
|
$432,377
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,426
shares
|
$432,377
0.06% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,419
shares
|
$430,254
0.32% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
1,416
shares
|
$429,345
0.31% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,416
shares
|
$429,345
0.19% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,410
shares
|
$427,526
0.02% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,409
shares
|
$427,222
0.05% of portfolio
|
Q2 2025
Added 38.95%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,405
shares
|
$426,010
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,403
shares
|
$425,403
0.07% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,400
shares
|
$424,494
0.05% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,398
shares
|
$423,887
0.18% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,394
shares
|
$422,674
0.06% of portfolio
|
Q2 2025
Reduced 39.55%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,391
shares
|
$421,765
0.45% of portfolio
|
Q2 2025
Added 68.0%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,389
shares
|
$421,158
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,389
shares
|
$421,158
0.03% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,387
shares
|
$420,552
0.42% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,380
shares
|
$418,429
0.29% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,379
shares
|
$418,126
0.0% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,375
shares
|
$416,913
0.19% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,374
shares
|
$416,610
0.2% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,373
shares
|
$416,307
0.21% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,372
shares
|
$416,004
0.1% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
1,371
shares
|
$415,700
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,368
shares
|
$414,791
0.24% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,367
shares
|
$414,488
0.04% of portfolio
|
Q2 2025
Added 6.96%
|